Modified and Improved
Person code read-only from now on
Why
Interface applications use the person code as a key field, which is why changing it is unwise. A change to a person code can even result in an inability to link personal details, as the last known person code was different. This is why it is no longer possible to change the person code on the Person screen. If it nevertheless becomes necessary to link a different person code to an employee, you can do this by changing the Unique Personal ID (UPI).
How
Employee > Person > Person
On the Person screen, the Person code field is a read-only field as of this release, and it can no longer be changed on the screen or through an import.
Management > Data exchange > Modify UPI
If it nevertheless becomes necessary to change a person code, this can be done on the Change UPI screen.
Action
No action is required.
Error message when terminating Organizational unit on start date
Why
If you terminate an Organizational unit with a Reference Date equal to the start date of the Organizational unit, then the end date of the organizational unit was set before the start date. As a result, it was no longer possible to consult or modify the Organizational unit.
How
Settings > Formation & Organization > Organizational Units
If you terminate an organizational unit on the effective date of the same organizational unit, you will now see the following error message: Termination of this OU failed, followed by the technical details. It is still possible to delete the organizational unit as of the effective date. This has the same result as termination on the effective date.
Action
No action is required.
Using free fields in profiles
Why
Many organizations use free fields to record data that is specifically relevant to them. Many fields have default values, which is why it is desirable to be able to add and use free fields in profiles. Free fields in profiles are possible as of this release.
How
Settings > Recording > Profiles
The search function for finding and adding a data element to a profile now also allows searching for and selecting free fields. You select a free field by typing in the code or name of the free field (element). You can call up a list of all free fields by typing free element in the Type of element search parameter. You can then enter a standard value for the selected field (element) here.
Please note
You cannot include free fields in a profile that are in use at both employee and contract level. If you try, you will receive an error message. You can resolve this by defining the free field at one level.
Action
No action is required.
Leave entitlement report now only in Excel
Why
As announced in the previous release notes, we have adjusted the Leave entitlement report from release 2020-12. We have received feedback from users that they prefer to have the report available in Excel for auditing purposes. This is why the Leave entitlement report is only available in Excel format as of this release. In addition, report generation performance has been improved.
How
Settings > Leave > Grant leave entitlement
If you perform one of the following Actions on the Grant leave entitlement screen: New leave year, Correct current leave year or Undo current leave year, the corresponding report will now only be created in Excel format and no longer as a PDF. If you still want to export the report to PDF, you can do this by saving the Excel as a PDF.
Action
No action is required.
Generate work schedules processing reports and Transfer of leave entitlements reports in Excel and PDF
Why
As announced in the previous release notes, we are starting with adjustments to the reports on granting leave as part of the operational reporting improvements. We have received feedback from users that they prefer to have the Generate work schedules processing report and the Transfer of leave entitlements report available in Excel for auditing purposes. These reports are available in both Excel format and PDF as of release 2020-12. In addition, report generation performance has been improved.
How
Settings > Work pattern > Generate work schedules
Settings > Leave > Transfer leave Entitlements
If you perform the Generate work schedules or Transfer leave entitlements actions, you can export the reports in both Excel format and PDF. Excel is the default value in the Save as field.
Action
If you want to export the report in PDF, you must change the value in the Save as field to PDF.
Start and end dates added to the GDPR Delete Personal Data screen
Why
The GDPR Delete Personal Data screen shows you all employees who have not been employed for the last seven years. The list also includes individuals who never entered employment. In principle, you should delete the personal data of these individuals because there is no longer any purpose limitation. Sometimes, however, it may be useful not to delete this personal data, for example because an individual will be entering employment a month later. Based on feedback in the wishes portal and from the customer effort score, we have expanded the data shown on this screen so that you can recognize the individuals who never entered employment.
How
Employee > Employee > GDPR Delete Personal Data
The Start Date and End Date columns have been added to the GDPR Delete Personal Data screen. If these columns are empty, the user may find it easier to decide whether to delete the individual’s personal data.
Actions
No action is required.
GDPR Delete Personal Data - data to be deleted expanded
Why
Feedback from the customer effort score for the GDPR Delete Personal Data screen following the previous release indicated a need for a greater range of personal data to be deleted.
How
Employee > Employee > GDPR Delete Personal Data
If an employee’s personal data is deleted, the following fields will also be deleted as of this release:
contract details
- Position
- Department
- Location
- Cost center
- Organizational Unit
details of children
- Child’s initials
- Child’s first name
- Gender
- Child’s first and middle names
- Memo
- Date of child’s death
Salary slip viewer
Reports > Salary breakdown > Salary slip viewer
In addition, it is no longer possible to call up the salary slip of deleted individuals in the Salary slip viewer.
Actions
No action is required.
Manager’s employee code is now shown in the Organizational unit history
Why
During a Gemba walk, people walk around the workplace and observe how users make of use the system to identify potential improvements, both large and small. The most recent walk revealed a need to see the manager’s employee code in the Organizational unit history. This eliminates the additional time required for looking up managers’ employee codes in the case of common surnames.
How
Settings > Formation & Organization > Organizational Units
If you have selected an organizational unit and requested the history of the organizational unit, as of this release you will see the manager’s employee code in a separate column before the manager’s name. This applies to both the manager and the backup manager.
Action
No action is required.
Solved Messages
Free screens - comments regarding September release modifications (2239929)
Message
As of the September release, you can select an employee after selecting the free screen. This means the free screen will open immediately and you no longer have to wait until all employees have been loaded.
However, if the free screen was created as a contract screen:
- it was not yet possible to select an employee
- the screen opened the entire list of employees again after the user consulted an employee or tried to cancel, which could cause a timeout
Solution
The following issues have been solved as of this release:
- Starting with this release, free screens that have been created at contract level will not open immediately with all employees, but with a blank screen. Once the screen opens, you can search by employee and employee code, just like on the free screens that have been created at employee level.
- If you click Cancel after opening the free screen for an employee, you will return to the first search screen and no longer to the screen showing all employees. You can then resume searching for an employee.
Actions
No action is required.
Workflows disappear from notification definition when setting receiver end date (2180114)
Message
If an end date was entered in a workflow as recipient through Active notification, the other workflows also disappeared from recipients.
Solution
Settings > Active notification > Notification recipients
This has been resolved. The other workflows defined for the recipients remain active until an end date is entered specifically for those recipients.
Action
We recommend checking for the presence of workflows and recipients.
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